Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Roach is an investment advisor representative at Ameritas Advisory Services, LLC. Luke has been in the industry since June 2023 and has earned his Series 66, Series 7TO, and SIE licenses. Luke has a diverse background, having worked in various industries, including finance, hospitality, and the United States Marine Corps. Luke is registered in Michigan and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MI
05/08/2024 - Present
Ameritas Advisory Services, LLC (Grand Rapids MI)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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